See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,030 | $110,257+99.6% | $96,544+127.9% | $139,434+57.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -3.98% | 26.32%-30.3pp | 25.84%-29.8pp | 372.94%-376.9pp |
| Employer contribution / active EE | $2,393 | $3,620-33.9% | $2,965-19.3% | $4,751-49.6% |
| Participant deferral / active EE | $4,419 | $5,548-20.3% | $4,851-8.9% | $6,710-34.1% |
| Admin fee / account holder | $6,823 | $11,591-41.1% | $8,252-17.3% | $11,403-40.2% |